Inviting and managing your admins and what they have access to in your Regpack project (or projects) is easy.
First you need to decide who on your team should have access and what level of access they should have: Licensed Admin, Collaborator, or View Only. You can reference this article for more details on each level’s capabilities.
Remember you can also set permissions (further restrictions) on any admin. And you can change the level of access each admin has at any time, but first you need to send them an invitation to join your team!
Step by Step:
Start off by going to “Settings” and clicking “Admin Management“.
Once you are in the Admin Management section, you will be able to click the “+ Invite New Admin” button at the top.
Make sure you know their first name, last name, and email address, because the system will have you input those details, decide what level of admin access they should have, and what projects and/or permissions they should see.
You can even specify that this admin should have access to all projects automatically when you create new projects. Read more about this here.
Remember to click the “Go To Next Step” button at the bottom when you’re done!
If the admin will be a Super Admin, consider toggling the owner to “On” – which will give the admin access to all projects, give editing abilities, and the ability to add/edit other admins in the organization.
You need at least 1 Super Admin to be an owner.
After clicking, go to the next step, you’ll select the project access for the admin.
You can give the admin access to all projects in the organization or just some. Click “Enable” to give access to all projects. “Disable” will NOT give access to all projects, including projects created in the future. If disabled, you’ll need to click “Add Projects” at the bottom to set which projects the admin will have access to.
If you have enabled access to all projects for an admin, but would still like to restrict access to specific projects, you can set the admin to “Enable”, and then click “Add Projects” to set permissions for those specific projects. The benefit to keeping the setting at Enabled even with project specific permissions, means that future projects created will automatically be accessible to the admin (if this is what you want).
Lastly, you will select which admin license you’d like to purchase.
As a reminder…
- Licensed Super Admins: These admins have full access to all aspects of the project: reporting, editing users forms, managing user payments, etc…
- Collaborators: These admins will only have access to the user management tab, which will allow them to run existing reports and inspect and edit users’ forms.
- View Only: These admins will only have access to the user management tab as well, except that they will not be able to edit any user’s information, or run reports.
Once you select the license, the outstanding balance can be paid for with either a saved payment method on file or with a new payment method. Once the admin is paid for, they will be able to login and access the projects in the organization they have permissions for.